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Beaumont Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Beaumont Financial Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,713
Closed -$661K – 374
2021
Q2 		$661K Buy
+10,713
New +$654K 0.05% 177
2019
Q1 		– Sell
-43,155
Closed -$1.61M – 240
2018
Q4 		$1.61M Buy
43,155
+549
+1% +$22.6K 0.26% 61
2018
Q3 		$1.89M Sell
42,606
-29,550
-41% -$1.34M 0.19% 76
2018
Q2 		$3.12M Buy
+72,156
New +$3.2M 0.33% 63
2017
Q2 		– Sell
-75,651
Closed -$2.75M – 182
2017
Q1 		$2.75M Buy
+75,651
New +$2.78M 0.38% 66
2016
Q1 		– Sell
-86,121
Closed -$2.58M – 143
2015
Q4 		$2.58M Buy
+86,121
New +$2.61M 0.43% 64
2015
Q1 		– Sell
-1,021,032
Closed -$31.3M – 157
2014
Q4 		$31.3M Buy
1,021,032
+905,370
+783% +$26.7M 1.5% 25
2014
Q3 		$3.32M Buy
+115,662
New +$3.28M 0.22% 88
2013
Q4 		– Sell
-945,006
Closed -$23.3M – 161
2013
Q3 		$23.3M Buy
+945,006
New +$23.6M 2.07% 16

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beaumont Financial Advisors's IYG Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 10,713 shares — an estimated $661K sold.

Beaumont Financial Advisors first reported a position in IYG in Q3 2013 and held it in 9 quarters. The position peaked at $31.3M in Q4 2014. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

  • Beaumont Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,713 iShares US Financial Services ETF shares in Q3 2021, an estimated $661K.
  • Beaumont Financial Advisors first reported a position in iShares US Financial Services ETF in Q3 2013 and held it in 9 quarters.
  • Beaumont Financial Advisors's iShares US Financial Services ETF position peaked at $31.3M in Q4 2014.
  • 242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.